recommended 'Jira to Excel' automation or a specific Confluence macro for a status report

[Brian McKee]

Hello everyone,

My team is heavily using Jira for sprint tracking, but my stakeholders find the native Jira dashboards a bit too technical. They want a high-level 'Executive Summary' in a classic spreadsheet format.

I’ve been trying to map my Jira fields to the status report templates at on  www.projectmanagertemplate.com 

Does anyone have a recommended 'Jira to Excel' automation or a specific Confluence macro that can replicate a clean, boardroom-ready status report? I'd love to stop manually copy-pasting data into my templates on a daily basis

Thanks

[Iryna Krutko_Broken Build]

Hi @Brian McKee

Totally understand the pain of manually pulling Jira data into spreadsheet templates - it's tedious and error-prone, especially daily.

Rather than building a fragile "Jira-to-Excel" pipeline, generate those stakeholder-ready visuals directly in Jira. Agile Reports and Gadgets is a bundle of six apps that lets you build clean, high-level dashboards your executives can actually read - covering velocity, burnup/burndown, throughput, cycle time, cumulative flow, and Monte Carlo forecasting.

You can save any chart as a gadget on a Jira dashboard, embed it in Confluence pages for broader visibility, and when you do need that spreadsheet format, export the underlying data to CSV, PNG, or PDF in one click - no copy-pasting required.

Each chart updates in real time as Jira changes, so stakeholders always see the current status without anyone having to manually refresh a template. You can also drill into any sprint interval to inspect completed work, scope changes, and issue-level details - then let executives view just the summary layer.

The bundle is free forever for teams of up to 10 users.

Interactive demo of the Sprint Velocity Chart (clickable - shows how the chart works).

Documentation: Agile Reports and Gadgets feature overview

Hope that helps you ditch the daily copy-paste routine! Feel free to reach out if you have any questions about setting it up.

[Brian McKee]

Thankyou Iryna for your reply, this bundle looks promising and will save a lot of time

[Danut M _StonikByte_]

Hi @Brian McKee,

Welcome to Atlassian Community!

I don’t see many options with the out-of-the-box Confluence macros, aside from the Two-Dimensional Filter Statistics, Issue Statistics, or Filter Results macros.

If you are open to using a plugin from Atlassian Marketplace, our app Great Gadgets for Confluence offers some useful macros for your need. I will mention these two as an example:

• Pivot Table & Pivot Chart macro - allows displaying multi field statistics, heatmaps, charts with count, sum of field, percentages, etc similar to Excel pivot tables on issues from a Jira filter or JQL. Everything is highly & easily configurable. 

• Advanced Issue Filter Formula macro - allows calculating from simple to complex math formulas by combining issues from multiple Jira filter or JQLs    

The app offers many other useful macros for Scrum and project management in general, and it could be an ideal solution for creating your boardroom status reports.

See also these articles:

https://community.atlassian.com/forums/App-Central-articles/9-gadgets-for-a-powerful-Scrum-dashboard-in-Jira/ba-p/1683063

https://community.atlassian.com/t5/App-Central-articles/How-to-track-scaled-agile-SAFe-projects-in-Jira-with-Great/ba-p/1929694

If you have any questions or need assistance creating reports using our gadgets, feel free to contact us at support@stonikbyte.com.

Danut. 

[Brian McKee]

Thankyou @Danut M _StonikByte_ for the comprehensive reply and welcome to the community. I will have a look at this plugin